Taking Appointments

From the dashboard, tap the icon on the bottom right. Or -> Manage Bookings -> Tap "Add New Booking".

Take Appointment Video

For short video demonstrating taking an appointment, see below. Details description of steps is in later sections.

Step 1: Take customer information

After you tap "Add New Booking", a new screen asks for phone number or email or to book as a walkin customer.

Providing phone or email will help lookup the customer info quickly and apply any loyalty points (if feature is enabled). If a customer does not exist, it will proceed to take the appointment. A new customer record is created using the phone or email as the key.

Privacy sensitive customers can be checked in as "Walk-in". Walk in option is used to create a quick appointment or for those who do not wish to provide a phone or email and the salon's business email is used as a default. Walkin still requires selecting a stylist as each salon has different ways of assigning walkins.

Step 2: Take appointment details

The "Create New booking" page takes in the appointment details. Ensure the customer details are correct. After you "Select services" customer is requested, available slots for today and tommorow are show below.

Step 2a: Standard or Custom Appointment Slot?

Standard Appointment Slot means, using one of the prefetched available times shown (example below). This is a quick selection. You can set an appointment in as little as 3 taps from here.

In the above, you may tap on the available times for the stylist that will be assigned. This will set the appointment date, time and stylist in one go. Then tap submit to preview.

Custom Appointment Slot When you need more control over the time of the appointment, ignore the available time. First set the date and time of the appointment. When you tap on select stylist, the app will search for available stylists for the appointment date. If no stylists are available, select a different time/date. This is a slightly longer process but gives you complete control on the time being assigned.

Once stylist and time details are selected, tap on submit. An appointment summary is shown including estimated cost. Tap on "confirm booking" to actually set the appointment. If confirm booking is not tapped, the booking is not saved.

Step 3: Preview and submit

Here is a sample image of preview and submit

Offline Appointments

The app automatically takes appointments even when there is a temporary loss of internet access. This feature saves the appointment details locally and will send the appointment to the server once the app recognizes the network connectivity has been restored.

This is a convenience feature to reduce loss of business due to network issues. Due to its offline nature is has a few limitations:

1. If multiple devices in your business book the same appointment time in offline mode, both appointments get cancelled.
2. If an appointment was booked over the internet (via your website or facebook or other online means) and successfully saved to the server. Since app in offline mode has not yet contacted server to know current availability, its possible the already taken appointment time can be booked by an app in offline mode, then any appointment already existing on the server takes precedence and appointment taken in offline is cancelled.
3. Offline appointments are not confirmed until app regains access to the internet to complete the confirmation check with server. If the appointments are confirmed without any conflict and service provider is available, then a confirmation is sent to the customer.
4. In offline mode, the application attempts coarse grained availability check - this means, in offline mode it can check if service provider is available or not on a particular day.

Advanced Options

For every appointment being created advanced options are available to control the search and setup of the appointment. These options are in "Create New Booking" screen and accessed by tapping the gear icon (). The following options are currently available.